The Philosophical Investor's Blog

A Hearty Year of Staying the Course

Gary Heart Surgery 2nd Anniversary

This week is the one-year anniversary of my heart valve repair surgery. I wrote about what I went through and some of the challenges I had at the time so I won’t rehash all of the details here other than to say that the surgery was pretty complicated,

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Happy 90th Bill!

Bill Williams

I wanted to take this opportunity to dedicate this blog post to Bill Williams, one of the founders of CWS. He just turned 90 and I have had the pleasure, honor, and great privilege of knowing Bill since 1987 when I started working at CWS.

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Housing: What Inning Are We in?

Housing innings apartments interest rates

Investors are always asking the question what inning are we in when it comes to where we are in a particular cycle. It’s a pertinent question related to housing as it has had a tremendous run in terms of home price appreciation, equity build-up among homeowners, and tremendous profits for builders and investors.

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R.I.P. Bob Saget and Developing a Guest/Host Mindset

Bob Saget

For whatever reason, I was really struggling with what to write this week. Yes, I admit that this does happen.  I then started reflecting on the previous week and one of the attention-grabbing events and there was one that particularly impacted my kids, especially my daughter.

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Minutes by Minutes - FOMC

Federal Reserve angry with Jerome Powell

Hey, don’t you worry, I’ve been lied to

I’ve been here many times before

Girl, don’t you worry, I know where I stand

I don’t need this love,

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Flossing away that Gnawing Feeling in 2022

housing flossing 2021 gone

2021 is now in the history books and it should be a year worthy of study and reflection. We had to work through a full year of Covid and the huge collateral damage that it has done to people’s physical and mental health,

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(de)Energized Europe

natural Gas Europe

A couple of months ago I wrote about the unfolding energy challenges related to the sharp recovery out of Covid and the transition to renewable energy sources. The article talked about coal and how the demand for it has increased significantly while supply has dropped due to Covid and the utter disdain for it as an energy source due to its carbon emissions.

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It's Getting Interesting

Interest Rate

The Fed blinked and acknowledged that inflation may not be transitory. When combined with its perception that the labor market is on the way to being healed, Jerome Powell has moved up the Fed’s estimate of the first rate hike by more than a year.

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Reflections on The Importance of Habits from A Booster and Blow to the Head

habits booster

The more I go through life, the more convinced I am of how so much of what we do and who we are are a compilation of our habits. Of course, habits can be beneficial or harmful. It goes without saying that we should strive to build up and sustain the good ones and avoid or eliminate the counterproductive ones. 

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A Beautiful Partnership Built on A Long and Winding Road

The Beatles

Before I start, I wanted to provide a link to an interview I did a few months ago that was recently broadcast. Hopefully, you will enjoy it if you take the time to watch or listen to it.

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